Introducing the “Behalf Meeting”
Part of the HD Experience
By Steven Higgins, Financial Advisor, Principal
Investors who leave their financial advisor often say that communication problems are the reason they left. Unfortunately, most advisors do a poor job at prioritizing client communication as part of the experience. At HD Wealth Strategies, we believe it’s our job to alleviate the stresses around financial planning and wealth management. As part of our process we have created what we call a “Behalf Meeting” wherein we as a team meet on your behalf. We review your goal strategies and create a personalized video for you. We understand that life is busy for many of our clients and the “Behalf Meeting” allows you to stay informed without the disruption and challenge of setting up a meeting in the office. We do believe that the face to face discussions are irreplaceable. However, when the situation requires, we’ll keep the process and experience moving forward for you.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through HD Wealth Strategies, a registered investment advisor and separate entity from LPL Financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
